tko54321
New Member

Retirement tax questions

Capital gains (re-invested dividends, etc.) inside a Roth IRA must be reported as tax-exempt interest on a tax return.* Does that mean the capital gains inside a Roth 403b or Roth 401k must also be reported as tax-exempt interest?

 

*It's reported to the IRS for informational reasons and used to calculate MAGI.